General Details
Customer Number(s): 02BEAL
Orders Received: ☐ EDI ☒ Email ☐ Portal Import ☐ Fax
Ship From Location: 12th Street
Planned Ship Date: ☐ From Order Date* ☒ From Customer Ship Date*
☐ From Cancel Date* ☐ Day(s) of Week
☐ EDI Mapped Directly
*If “From” logic: ☐ Add # days ☐ Subtract # days
Same Day Shipping: ☐ Yes Cutoff Time: N/A ☒ No
Ship Via: Customer Routing Guide
Freight Code: Collect
Order Processing Schedule: Orders Received On: Varies
Orders Released On: Varies
Orders Shipped On: CSD/PSD
Customer Contacts: Confirm with Tiffany K or James Wagor
Damaged & Defective Terms: N/A
Backorder/Partial Line Handling: Confirm with Tiffany K or James Wagor
Order Confirmation Requirements: N/A
Changes/Cancellations to PO: Confirm with Tiffany K or James Wagor
Holiday Schedule/Requirements: Confirm with Tiffany K or James Wagor
Sales Order Processing
Approval Method: ☒ Auto ☐ Manual
Release Method: ☐ Auto ☒ Manual
Release Email Required: ☒ Yes ☐ No
Orders Must be Released together for pick jobs: ☒ Yes ☐ No
Validation Failure: Please list any common validation failure reasons and how to resolve.
Pricing, email Maureen Sandoval to fix
Customer Portal Process: If customer has portal, please detail when and how it is used in the order process.
N/A
Customer Specific Process: Please outline any unique processes performed for this customer by Advantus. (Examples: Optional fields valued with specific data,
- The PO’s are sent by Tiffany or James and manually entered.
- Add the ship window to the Notes Internal field.
- For the example below, the note would be “s/w: 1/2-6/2023.”
- Add dept number (in this example 36) would be added to Custom > Mark for Dept Number.
- The order number (in this example it is 877654) is the PO number.
- Confirm the ship to address is correct on the sales order
- MFG Style is the item number (in this example, 38939)
- Once entered, verify the order passed validation
- Most fail for pricing or qty, confirm with Tiffany K or James Wagor if there is a qty issue
- Send a summary of all lines by going to the customer record, selecting Open SO Lines Only, export to Excel and filter for the orders needed.
- Send to Tiffany K and James Wagor to confirm release.
- Release to Warehouse within 2 weeks of PSD.
Return Authorizations
Returns Allowed: ☒ Yes ☐ No
If so, please explain any existing customer specific details to the Return Authorization process.
Confirm with Tiffany K or James Wagor about returns